MAS
MPWM Advisory Solutions LLC Portfolio
Invests via MPWM Advisory Solutions LLC | Managed by Evelyn Steinman Perez, Steven J. Mayer
Invests via MPWM Advisory Solutions LLC
Managed by Evelyn Steinman Perez, Steven J. Mayer
Automatically Tracked
Company Profile
Registered as a SEC-registered RIA, MPWM Advisory Solutions LLC provides wealth management and advisory services to high-net-worth individuals, family offices and institutional clients. The firm offers portfolio management, financial planning, retirement and fiduciary advisory, leveraging multi-asset strategies and third-party manager selection. Capital focus is discretionary and advisory mandates with fee-based revenue; market positioning emphasizes personalized risk-managed outcomes and independent advice.
Registered as a SEC-registered RIA, MPWM Advisory Solutions LLC provides wealth management and advisory services to high-net-worth individuals, family offices and institutional clients. The firm offers portfolio management, financial planning, retirement and fiduciary advisory, leveraging multi-asset strategies and third-party manager selection. Capital focus is discretionary and advisory mandates with fee-based revenue; market positioning emphasizes personalized risk-managed outcomes and independent advice.
Investment Philosophy & Strategy
Anchored in fee-based wealth advisory, MPWM Advisory Solutions emphasizes customized, risk-managed multi-asset portfolios for HNW individuals, family offices and institutions. The firm favors discretionary and advisory mandates, blending in-house asset allocation with curated third-party managers to diversify sources of return. Capital deployment prioritizes long-term preservation with tactical allocation flexibility, fiduciary governance, transparent fee alignment, and outcome-oriented planning. Underwriting stresses process discipline, drawdown control and client-centric governance.
Anchored in fee-based wealth advisory, MPWM Advisory Solutions emphasizes customized, risk-managed multi-asset portfolios for HNW individuals, family offices and institutions. The firm favors discretionary and advisory mandates, blending in-house asset allocation with curated third-party managers to diversify sources of return. Capital deployment prioritizes long-term preservation with tactical allocation flexibility, fiduciary governance, transparent fee alignment, and outcome-oriented planning. Underwriting stresses process discipline, drawdown control and client-centric governance.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
32.72%
Gain +0.72%
Monthly
1.43%
Yearly
18.52%
Drawdown
16.04%
$228.66M
Equity
Holdings
$228.66M
Investment
$189.3M
$45.22M
Profit +$1.34M
Realized
$5.86M
Unrealized
$39.36M
Dividends
$4.43M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.72%
Profit
$1.34M
Win %
72%
This Week
Compared To Last Week
Gain
0.59%
Profit
$1.34M
Win %
72%
This Month
Compared to last month
Gain
2.72%
Profit
$6.03M
Win %
72%
This Year
Compared to last year
Gain
1.72%
Profit
$3.86M
Win %
70%
CDL VictoryShares US Large Cap High Dividend ETF
+12.67%
+$422,144.25 
S SentinelOne Inc.
+6.91%
+$3,080 
DXC Dxc Technology Co.
+4.87%
+$92.56 
PLTR Palantir Technologies Inc.
+4.66%
+$1,617.91 
MU Micron Technology, Inc.
+4.23%
+$19,000.23 
HLF Herbalife Ltd.
+4.11%
+$528 
TSLA Tesla, Inc.
+3.8%
+$13,259.24 
INTC Intel Corporation
+3.58%
+$2,696.67 
LRCX Lam Research Corporation
+3.34%
+$2,997.5 
IGV iShares Expanded Tech-Software Sector ETF
+3.1%
+$870.4 
OKLO Oklo Inc.
+2.92%
+$13.2 
META Meta Platforms Inc Class A
+2.79%
+$16,248.98 
BTI British American Tobacco p.l.c. ADR
+2.7%
+$108.72 
MSTR Strategy Inc.
+2.39%
+$726.4 
MRVL Marvell Technology, Inc.
+2.35%
+$8,445.6 
PYPL PayPal Holdings Inc
+2.35%
+$26.41 
NVAX Novavax Inc.
+2.26%
+$10.8 
QTEC First Trust NASDAQ-100 Technology Index Fund
+2.23%
+$357.5 
BLK BlackRock, Inc.
+1.89%
+$504.39 
BLNK Blink Charging Co.
+1.86%
+$0.32 
FXL First Trust Technology AlphaDEX Fund
+1.77%
+$1,230.88 
ALB Albemarle Corporation
+1.67%
+$216.14 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+1.49%
+$196.52 
BMY Bristol-Myers Squibb Company
+1.49%
+$19 
UNP Union Pacific Corporation
+1.38%
+$77.14 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.34%
+$219.8 
MOAT VanEck Morningstar Wide Moat Fund
+1.26%
+$475.7 
ALGN Align Technology, Inc.
+1.25%
+$76.3 
WPC W. P. Carey Inc.
+1.13%
+$87.2 
MO Altria Group, Inc.
+1.09%
+$21 
WRB W.R. Berkley Corporation
+1.06%
+$666 
QCOM QUALCOMM Incorporated
+1.05%
+$964.92 
LOW Lowe's Companies Inc.
+1.04%
+$83.25 
AAPL Apple Inc.
+1%
+$28,450.52 
VONG Vanguard Russell 1000 Growth Fund
+0.98%
+$32.76 
GOOGL Alphabet Inc
+0.82%
+$7,989.03 
TJX The TJX Companies, Inc.
+0.79%
+$37.2 
SOXX iShares Semiconductor ETF
+0.76%
+$1,676.78 
SFLR Innovator Equity Managed Floor ETF
+0.74%
+$2,992.8 
SMH VanEck Semiconductor ETF
+0.73%
+$2,698.4 
PGR Progressive Corporation
+0.72%
+$24 
NVO Novo Nordisk A/S Sponsored ADR
+0.71%
+$85.8 
GTY Getty Realty Corp.
+0.7%
+$15.18 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$263,517.59 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.67%
+$71.28 
SCHW Charles Schwab Corporation
+0.66%
+$189.36 
FEX First Trust Large Cap Core Fund A
+0.64%
+$424.84 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.57%
+$4,178.72 
BSX Boston Scientific Corporation
+0.53%
+$14.58 
OGN Organon & Co.
+0.44%
+$0.12 
SHW The Sherwin-Williams Company
+0.37%
+$14.85 
FLSP Franklin Systematic Style Premia ETF
+0.35%
+$40.7 
PLD Prologis Inc.
+0.34%
+$9.6 
ZBRA Zebra Technologies Corporation
+0.33%
+$567 
BUFF Innovator Laddered Allocation Fund
+0.28%
+$405 
EPD Enterprise Products Partners L.P.
+0.26%
+$2 
FLMI Franklin Dynamic Municipal Bond ETF
+0.24%
+$427.56 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.2%
+$21.15 
OXY-WT Occidental Petroleum Corporation
+0.19%
+$0.77 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.15%
+$138.11 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.13%
+$13.23 
URA Global X Uranium ETF
+0.11%
+$22.6 
FTSL First Trust Senior Loan ETF
+0.08%
+$68.81 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$34.34 
FPX First Trust US Equity Opportunities ETF
+0.02%
+$1.65 
FDN First Trust Dow Jones Internet Index Fund
+0.01%
+$20.2 
VDE Vanguard Energy ETF
+0.01%
+$0.19 
PNQI Invesco NASDAQ Internet ETF
0%
+$0.53 
PSCD Invesco S&P SmallCap Consumer Discretionary ETF
0%
+$0.61 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
+$3.7 
FDT First Trust Developed Markets ex-US Fund
0%
+$10.85 
FIW First Trust Water ETF
0%
+$0.05 
DDIV First Trust Dorsey Wright Momentum Plus Dividend ETF
0%
+$0.08 
DRUP GraniteShares Nasdaq Select Disruptors ETF Trust
0%
+$1.09 
LMBS First Trust Low Duration Opportunities ETF
0%
+$1.73 
PRN Invesco Dorsey Wright Industrials ETF
0%
+$0.37 
UITB VictoryShares Core Intermediate Bond ETF
0%
+$0.62 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADM Archer-Daniels-Midland Co
0%
$0 
AGYS Agilysys Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AME Ametek Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AON Aon plc
0%
$0 
APH Amphenol Corporation
0%
$0 
ARW Arrow Electronics Inc.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AWI Armstrong World Industries, Inc.
0%
$0 
AXP American Express Company
0%
$0 
AXTA Axalta Coating Systems Ltd.
0%
$0 
AZTA Azenta, Inc.
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAC Bank of America Corporation
0%
$0 
BALL Ball Corp.
0%
$0 
BBDC Barings BDC Inc.
0%
$0 
BDJ BlackRock Enhanced Equity Dividend Trust
0%
$0 
BMI Badger Meter Inc.
0%
$0 
BMNR Bitmine Immersion Technologies, Inc.
0%
$0 
BOH Bank of Hawaii Corporation
0%
$0 
BWA BorgWarner Inc.
0%
$0 
BWXT Bwx Technologies Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAKE The Cheesecake Factory Incorporated
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CCJ Cameco Corporation
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CI The Cigna Group
0%
$0 
CHWY Chewy Inc.
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CME CME Group Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COCO The Vita Coco Company, Inc.
0%
$0 
CRM Salesforce Inc
0%
-$0.01 
CRIS Curis Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CVX Chevron Corporation
0%
-$0.01 
CVS CVS Health Corporation
0%
$0 
CVLG Covenant Logistics Group Inc.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DE Deere & Company
0%
$0 
DG Dollar General Corporation
0%
$0 
DIS The Walt Disney Company
0%
$0 
DLY DoubleLine Yield Opportunities Fund
0%
$0 
DOCU DocuSign Inc.
0%
$0 
DRI Darden Restaurants, Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
E Eni S.p.A. Sponsored ADR
0%
$0 
EBAY eBay Inc.
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
EL The Estée Lauder Companies Inc. Class A
0%
$0 
EMR Emerson Electric Co.
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
F Ford Motor Company
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDX FedEx Corporation
0%
$0 
FFIN First Financial Bankshares Inc.
0%
$0 
FHN First Horizon Corporation
0%
$0 
FIZZ National Beverage Corp.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GENI Genius Sports Ltd.
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GGG Graco Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HDB HDFC Bank Limited ADR
0%
$0 
HLI Houlihan Lokey Inc.
0%
$0 
HLMN Hillman Solutions Corp.
0%
$0 
HPQ HP Inc.
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IEP Icahn Enterprises L.P.
0%
$0 
IHG Intercontinental Hotels Group PLC ADR
0%
$0 
INTU Intuit Inc.
0%
$0 
IONQ IonQ, Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JKHY Jack Henry & Associates, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
+$0.01 
JPM JPMorgan Chase & Co.
0%
$0 
KD Kyndryl Holdings Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KODK Eastman Kodak Company
0%
$0 
KO The Coca-Cola Company
0%
$0 
LCII LCI Industries Inc.
0%
$0 
LEU Centrus Energy Corp.
0%
$0 
LH Labcorp Holdings Inc.
0%
$0 
LIN Linde plc
0%
$0 
LKFN Lakeland Financial Corporation
0%
$0 
LLY Eli Lilly and Company
0%
-$0.01 
LMT Lockheed Martin Corporation
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
LSTR Landstar System Inc.
0%
$0 
LULU lululemon athletica inc.
0%
$0 
LYG Lloyds Banking Group Plc ADR
0%
$0 
LYB LyondellBasell Industries N.V.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MANH Manhattan Associates Inc.
0%
$0 
MCD McDonald's Corporation
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MCO Moody's Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRNA Moderna, Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.18 
MTB M&T Bank Corporation
0%
$0 
MUR Murphy Oil Corporation
0%
$0 
NCLH Norwegian Cruise Line Holdings Ltd.
0%
$0 
NDMO Nuveen Dynamic Municipal Opportunities Fund
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NOK Nokia Corporation Sponsored ADR
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NSSC Napco Security Technologies, Inc.
0%
$0 
NUE Nucor Corporation
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
$0 
ON ON Semiconductor Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PAYC Paycom Software, Inc.
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PKG Packaging Corporation of America
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PRI Primerica Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
$0 
RF Regions Financial Corporation
0%
$0 
RGTI Rigetti Computing Inc
0%
$0 
RKLB Rocket Lab Corporation
0%
$0 
RIO Rio Tinto Plc Sponsored ADR
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
RLI RLI Corp.
0%
$0 
ROAD Construction Partners, Inc. Class A Common Stock
0%
$0 
RTX RTX Corporation
0%
$0 
RYAAY Ryanair Holdings plc American Depositary Receipt
0%
$0 
SHEL Shell plc
0%
$0 
SITE SiteOne Landscape Supply Inc.
0%
$0 
SMG Scotts Miracle-Gro Co.
0%
$0 
SNAP Snap Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
$0 
SO The Southern Company
0%
$0 
SOLS Sollensys Corp
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
SWIM Latham Group, Inc.
0%
$0 
TCBI Texas Capital Bancshares Inc.
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TGT Target Corporation
0%
$0 
THO Thor Industries Inc.
0%
$0 
TLRY Tilray Brands, Inc.
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TM Toyota Motor Corporation
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TS Tenaris S.A.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UAL United Airlines Holdings, Inc.
0%
$0 
UBS UBS Group AG
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UNF UniFirst Corp.
0%
$0 
V Visa Inc. Class A
0%
-$0.02 
VKTX Viking Therapeutics Inc.
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WDFC WD-40 Company
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
WST West Pharmaceutical Services, Inc.
0%
-$0.02 
WSO Watsco Inc.
0%
$0 
WU Western Union Co.
0%
$0 
WULF TeraWulf Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
ZION Zions Bancorporation, National Association
0%
$0 
ZTS Zoetis Inc.
0%
$0 
AFMC First Trust Active Factor Mid Cap ETF
0%
$0 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AFLG First Trust Active Factor Large Cap ETF
0%
$0 
AMLP Alerian MLP ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
ARKQ Ark Autonomous Technology & Robotics ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BBUS JPMorgan Betabuilders U.S. Equity Fund
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BLV Vanguard Long-Term Bond ETF
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
BUFQ FT Nasdaq Buffer ETF July.
0%
$0 
CFA VictoryShares US 500 Volatility Wtd ETF
0%
+$0.68 
CLOI VanEck CLO ETF
0%
$0 
CGDG Capital Group Dividend Growers ETF
0%
$0 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGUS Capital Group Core Equity ETF
0%
$0 
CGXU Capital Group International Focus Equity ETF
0%
$0 
CHAT Roundhill Generative AI & Technology ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
+$0.01 
CGBL Capital Group Core Balanced ETF
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
COMT iShares GSCI Commodity Dynamic Strategy ETF
0%
+$0.01 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFIS Dimensional International Small Cap ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DIVO Amplify CWP Enhanced Dividend Income ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
EDIV SPDR S&P Emerging Markets Dividend ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EWJ iShares MSCI Japan ETF
0%
$0 
FBT First Trust NYSE Arca Biotechnology Index Fund
0%
$0 
FAAR First Trust Alternative Absolute Return Strategy ETF
0%
$0 
FEZ SPDR Euro Stoxx 50 ETF
0%
$0 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
0%
$0 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FIXD First Trust TCW Opportunistic Fixed Income Fund
0%
-$0.01 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
FNY First Trust Mid Cap Growth Fund
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
FTXO First Trust Nasdaq Bank ETF
0%
+$0.01 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
0%
$0 
FTC First Trust Large Cap Growth Fund
0%
-$1.03 
FTA First Trust Large Cap Value AlphaDEX Fund
0%
+$1.94 
FXD First Trust Consumer Discretionary AlphaDEX Fund
0%
$0 
FTGS First Trust Growth Strength ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
0%
+$0.13 
GCOW Pacer Global Cash Cows Dividend ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GTO Invesco Total Return Bond ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
GLTR abrdn Physical Precious Metals Basket Shares ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HACK Amplify Cybersecurity ETF
0%
$0 
HIPS GraniteShares HIPS US High Income ETF
0%
$0 
HYD VanEck High Yield Muni ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IDMO Invesco S&P International Developed Momentum ETF
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
IDVO Amplify CWP International Enhanced Dividend Income ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IGPT Invesco AI and Next Gen Software ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
IEV iShares Europe ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.01 
IFRA iShares U.S. Infrastructure
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
INDA ISHARES MSCI INDIA ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
-$0.01 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
+$0.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
-$0.01 
IWM iShares Russell 2000 ETF
0%
+$0.25 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
-$0.13 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IWO iShares Russell 2000 Growth ETF
0%
$0 
IYT iShares U.S. Transportation ETF
0%
$0 
IYE iShares U.S. Energy ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JNK SPDR Bloomberg High Yield Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
0%
$0 
LGOV First Trust Long Duration Opportunities ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
MJ Amplify Alternative Harvest ETF
0%
$0 
MGC Vanguard Mega Cap ETF
0%
+$0.01 
MUSI American Century Multisector Income ETF
0%
+$0.07 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
0%
$0 
OIH VanEck Oil Services ETF
0%
$0 
NLR VanEck Uranium and Nuclear ETF
0%
$0 
PFXF VanEck Preferred Securities ex Financials ETF
0%
$0 
PAB PGIM Active Aggregate Bond ETF
0%
$0 
PAAA PGIM AAA CLO ETF
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
OUNZ VanEck Merk Gold Trust
0%
$0 
PSDM PGIM Short Duration Multi-Sector Bond ETF
0%
$0 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
0%
-$0.01 
QGRO American Century U.S. Quality Growth ETF
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
0%
-$0.04 
PULS PGIM Ultra Short Bond ETF
0%
$0 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.15 
REMX VanEck Rare Earth and Strategic Metals ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SKYY First Trust Cloud Computing ETF
0%
$0 
SIL Global X Silver Miners UCITS ETF USD Accumulating
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SHLD Global X Defense Tech ETF
0%
$0 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
0%
-$0.26 
SLV iShares Silver Trust
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPHB Invesco S&P 500 High Beta ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
$0 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
UTES Virtus Reaves Utilities ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VIOO Vanguard S&P Small-Cap 600 ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.03 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
+$0.01 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.03 
VTV Vanguard Value ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XMHQ Invesco S&P MidCap Quality ETF
0%
-$0.01 
BST BlackRock Science and Technology Trust
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 
NLOP Net Lease Office Properties.
0%
$0 
FTCB First Trust Core Investment Grade ETF
0%
$0 
UTF Cohen & Steers Infrastructure Fund, Inc.
0%
$0 
PDI Pimco Dynamic Income Fund
0%
$0 
BITB Bitwise Bitcoin ETF
0%
$0 
NUKZ Range Nuclear Renaissance ETF
0%
$0 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
0%
+$0.04 
RBC RBC Bearings Incorporated
0%
$0 
DXYZ Destiny Tech100 Inc.
0%
$0 
DTCR Global X Data Center & Digital Infrastructure ETF
0%
$0 
GEV GE Vernova Inc.
0%
$0 
ALAI Alger AI Enablers & Adopters ETF
0%
$0 
VIK Viking Holdings Ltd
0%
$0 
NNE Nano Nuclear Energy Inc.
0%
$0 
FSCS First Trust SMID Cap Strategy
0%
$0 
FLXR TCW Flexible Income ETF
0%
$0 
ETHA iShares Ethereum Trust
0%
$0 
GAP Gap Inc.
0%
$0 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
0%
$0 
DNP DNP Select Income Fund Inc.
0%
$0 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 
GRNY Fundstrat Granny Shots US Large Cap ETF
0%
+$0.13 
XYZ Block, Inc.
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
PCN PIMCO Corporate & Income Strategy Fund
0%
$0 
PDX PIMCO Dynamic Income Strategy Fund
0%
$0 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
0%
$0 
MUA BlackRock MuniAssets Fund, Inc.
0%
$0 G200
G2004J103
0%
$0 
FDXF FedEx Freight Holding Company Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
QBTS D-Wave Quantum Inc.
-21.84%
-$656.85 
VALE Vale S.A.
-4.3%
-$107.26 
TXRH Texas Roadhouse Inc.
-3.39%
-$363.5 
ANET Arista Networks, Inc.
-3.27%
-$9,824.64 
MCK McKesson Corporation
-2.51%
-$110.2 
AMAT Applied Materials, Inc.
-2.48%
-$489.96 
COP ConocoPhillips
-2.18%
-$122.32 
UNH UnitedHealth Group Incorporated
-1.61%
-$32.65 
GE General Electric Company
-1.28%
-$595.63 
IBB iShares Biotechnology ETF
-0.89%
-$249.2 
CTA Simplify Managed Futures Strategy ETF
-0.77%
-$49.56 
TTE TotalEnergies SE
-0.74%
-$44.85 
BH Biglari Holdings Inc.
-0.72%
-$56 
UCBI United Community Banks, Inc.
-0.53%
-$15.96 
BA Boeing Company
-0.38%
-$20.01 
WMT Walmart Inc.
-0.25%
-$310.01 
VWO Vanguard FTSE Emerging Markets ETF
-0.12%
-$28.21 
VRP Invesco Variable Rate Preferred ETF
-0.02%
-$14.5 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$43.52 
DIHP Dimensional International High Profitability Portfolio
-0.01%
-$7.25 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-0.01%
-$9.3 
FEP First Trust Europe AlphaDEX Fund
-0.01%
-$26.97 
FJP First Trust Japan AlphaDEX Fund
-0.01%
-$0.14 
FNX First Trust Mid Cap Core AlphaDEX Fund
0%
-$2.78 
FYX First Trust Small Cap Core AlphaDEX Fund
0%
-$1.94 
COST Costco Wholesale Corporation
0%
-$0.29 
DXUV Dimensional US Vector Equity ETF
0%
-$0.02 
AMID Argent Mid Cap ETF
0%
-$0.09 Events
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Dividends
Dividend Analysis
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| Trades 2218 | Longs Won 1424/2218 64% | Profit Factor 15.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $220,378.55 |
| Average Win $34,249.9 | Best Trade (Aug 14) $8.87M | Sharpe Ratio -10.83 |
| Average Loss -$3,945.86 | Worst Trade (Aug 19) -$254,678.62 | Z-Score 13.86 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w | Expectancy $20,386.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,452 | $2.37M | $2.89M | - | $518,158.22 | 21.89% | +0.996% |
| ABBV AbbVie Inc. | 478 | $107,397.17 | $118,907.28 | - | $11,510.11 | 10.72% | 0.0 |
| ABT Abbott Laboratories | 8 | $904.89 | $887.28 | - | -$17.61 | -1.95% | 0.0 |
| ADI Analog Devices, Inc. | 10 | $2,125 | $3,844.3 | - | $1,719.3 | 80.91% | 0.0 |
| ADM Archer-Daniels-Midland Co | 21 | $1,060.78 | $1,674.33 | - | $613.55 | 57.84% | 0.0 |
| AFLG First Trust Active Factor Large Cap ETF | 93 | $3,587 | $4,190.58 | - | $603.58 | 16.83% | 0.0 |
| AFMC First Trust Active Factor Mid Cap ETF | 395 | $16,187 | $16,546.55 | - | $359.55 | 2.22% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,981 | $789,069.21 | $777,588.83 | - | -$11,480.38 | -1.45% | 0.0 |
| AGYS Agilysys Inc. | 472 | $58,756.88 | $50,669.2 | - | -$8,087.68 | -13.76% | 0.0 |
| AIQ Global X Artificial Intelligence & Technology ETF | 602 | $30,146.62 | $38,389.54 | - | $8,242.92 | 27.34% | 0.0 |
| ALAI Alger AI Enablers & Adopters ETF | 200 | $9,128 | $9,134 | - | $6 | 0.07% | 0.0 |
| ALB Albemarle Corporation | 101 | $13,638 | $13,178.48 | - | -$459.52 | -3.37% | +1.667% |
| ALGN Align Technology, Inc. | 35 | $7,298 | $6,167 | - | -$1,131 | -15.5% | +1.253% |
| ALL Allstate Corporation | 11 | $2,120.8 | $2,814.24 | - | $693.44 | 32.7% | 0.0 |
| AMAT Applied Materials, Inc. | 36 | $6,696.22 | $19,243.44 | - | $12,547.22 | 187.38% | -2.483% |
| AMD Advanced Micro Devices, Inc. | 90 | $12,738.81 | $43,463.7 | - | $30,724.89 | 241.19% | 0.0 |
| AME Ametek Inc. | 15 | $2,704 | $3,877.8 | - | $1,173.8 | 43.41% | 0.0 |
| AMID Argent Mid Cap ETF | 189 | $6,450 | $7,101.01 | - | $651.01 | 10.09% | -0.001% |
| AMLP Alerian MLP ETF | 19,311 | $952,688.1 | $1.06M | - | $103,044.27 | 10.82% | 0.0 |
| AMZN Amazon.com Inc | 7,545 | $1.69M | $2.02M | - | $330,020.1 | 19.57% | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for MPWM Advisory Solutions LLC?
The largest contributions to the portfolio's profits come from the following stocks: VictoryShares US Large Cap High Dividend ETF - $3.03M, SPDR S&P 500 ETF Trust - $1.32M, Innovator Equity Managed Floor ETF - $657,792.36, SPDR Portfolio Long Term Treasury ETF - $443,691.95, and Industrial Select Sector SPDR Fund - $355,369.04. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Capital Group Growth ETF - $229,204.18, VanEck Morningstar Wide Moat Fund - $81,053, h5919c104 - $72,376.45, CoreWeave, Inc - $66,542.55, and Apple Inc - $39,920.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does MPWM Advisory Solutions LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.43M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $578,710.22, SPDR Portfolio Long Term Treasury ETF - $431,452.02, VictoryShares US Large Cap High Dividend ETF - $365,450.52, VanEck CLO ETF - $277,798.23, and SPDR Portfolio S&P 1500 Composite Stock Market ETF - $277,745.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are MPWM Advisory Solutions LLC's monthly returns?
MPWM Advisory Solutions LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can MPWM Advisory Solutions LLC's strategy be considered aggressive or moderate?
MPWM Advisory Solutions LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow MPWM Advisory Solutions LLC's strategy?
MPWM Advisory Solutions LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
